BREAKWALL INVESTMENT ADVISOR LLC

PORT WASHINGTON, New York·3 registered advisors·CRD# 328990
SEC# 801-1291952516-363-2004
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at BREAKWALL INVESTMENT ADVISOR LLC

3 registered advisors
Christopher Anthony Abbate
PORT WASHINGTON, New York
Daniel Patrick Flannery
PORT WASHINGTON, New York
Jamie Marc Brodsky
PORT WASHINGTON, New York
05

Office Locations

PORT WASHINGTON, New York
3 advisors

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Data sourced from SEC Form ADV filings. BREAKWALL INVESTMENT ADVISOR LLC (CRD# 328990) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.